bitcoin (the king)

Rational Active Allocation - Update (July 2026)

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Bitcoin broke $64k on softer U.S. inflation data, though core inflation and oil price hikes remain concerns. Markets expect Fed rates to hold steady ahead of the July meeting, with Fed Chair Kevin Warsh’s testimony closely watched. The rally triggered $105 M in short liquidations and drew $173 M net inflows into spot Bitcoin ETFs. Regulators are pushing the Clarity Act forward, Senator Cynthia Lummis says it’s “ready for prime time,” and President Trump urges Senate passage, despite procedural hurdles. At current price levels, Bitcoin accumulation is underway hinting at a solid long‑term entry point.


If you are not ready to hold Bitcoin yourself, an option while you “Study Bitcoin”, is to follow our "platform verified” strategy - Rational Active Allocation. You can do so with as little as £20 per month, knowing that every allocation update we make to accumulate more Bitcoin will be replicated for you. This is a custodial solution from ICONOMI (we will never hold your funds) aimed at those just starting their Bitcoin journey.


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This publication is general in nature and is not intended to constitute any professional advice or an offer or solicitation to buy or sell any financial or investment products. You should seek separate professional advice before taking any action in relation to the matters dealt with in this publication. Please also note our disclosure here

Rational Active Allocation - Update (May 2026)

Rational Active Allocation - Update (May 2026)

TLDR: April’s rally gave Bitcoin its best month in a year, and early‑May it crossed $80 k, clearing a key supply wall and reclaiming the “true market mean.” The surge is driven by strong spot buying (ETF inflows and open‑market accumulation), not leverage, and long‑term “conviction” holders now control almost  20% of BTC, the biggest build‑up since the COVID‑19 crash.

#BTC #Macro #Bitcoin

Rational Active Allocation - Update (Mar 2026)

Rational Active Allocation - Update (Mar 2026)

TLDR: Bitcoin rallied to $76K but pulled back to ~$70K, still above March lows and outperforming gold (up 7% vs. down 17%). Despite near-term volatility, current prices are likely to look very attractive long-term. Institutional demand is strong, with $167M in Bitcoin ETF inflows and Morgan Stanley’s spot ETF poised for launch. A move above $72K could signal new momentum.

#BTC #Macro #Bitcoin

Gold's Moment, Bitcoin's Future: Understanding the Current Market

Gold's Moment, Bitcoin's Future: Understanding the Current Market

Bitcoin is under performing Gold right now because Central Banks are buying Gold as a safe haven in uncertain times. They're sticking with what they know – and most decision-makers at these institutions don't understand Bitcoin yet. This isn’t a bad sign for Bitcoin’s future, but means we need patience as understanding and adoption grow over time.

Federal Reserve Policy Shift: Implications for Asset Markets

Federal Reserve Policy Shift: Implications for Asset Markets

TL;DR: The Federal Reserve’s cessation of Quantitative Tightening signals a potential shift towards liquidity expansion, historically associated with improved asset performance (stocks, gold, and particularly Bitcoin). Investors should prepare for potential volatility, prioritize the allocation to scarce assets, and remain vigilant regarding domestic political developments which could introduce unforeseen systemic risks.